Profit Sharing · DOL Form 5500 · 2022

Calhoun Lowcountry Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$125,012
Avg per participant Near avg balance/head
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Official DOL plan name: Calhoun Lowcountry Holdings Inc. Retirement Plan · Sponsored by Calhoun Lowcountry Holdings Inc. · South Carolina · Healthcare & Social Assistance

$250K in assets, 2 participants

Calhoun Lowcountry Holdings Inc.'s Calhoun Lowcountry Holdings Inc. Retirement Plan reported $250K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,745 in Healthcare & Social Assistance (20,060 peers)

Calhoun Lowcountry Holdings Inc. multi-year trail

Calhoun Lowcountry Holdings Inc.'s plans moved +84.9% in assets from 2022 to 2024; this filing shows Calhoun Lowcountry Holdings Inc. Retirement Plan at $250K / 2 participants.

#1,745
in Healthcare & Social Assistance (20,060 peers)
$250K
reported net income

Calhoun Lowcountry Holdings Inc. Retirement Plan among the smaller filed plans by assets

Calhoun Lowcountry Holdings Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$250,023 12th percentile higher than 12% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Calhoun Lowcountry Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calhoun Lowcountry Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 874021780 · Calhoun Lowcountry Holdings Inc. PY 2022 · Profit Sharing

Calhoun Lowcountry Holdings Inc. Retirement Plan · $250K · 2 · 12th

  • 5500 $250K
  • 5500 2
  • 5500 12th
  • 5500 Profit Sharing
  • 5500 near Happy Kidz Pediatrics Pl Profit Sharing Plan
  • 5500 ind #1745

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

Calhoun Lowcountry Holdings Inc. Retirement Plan in the asset neighbourhood

Calhoun Lowcountry Holdings Inc. Retirement PlanCalhoun Lowcountry Holdings …$250KHappy Kidz Pediatrics Pl Profit Sharing PlanHappy Kidz Pediatrics Pl Pro…$250KMondbiz Enterprises Inc. Retirement PlanMondbiz Enterprises Inc. Ret…$250KChesapeake Ice Inc. Retirement PlanChesapeake Ice Inc. Retireme…$250KB&g Acceleration Inc. Retirement PlanB&g Acceleration Inc. Retire…$250K
End-of-year total assets ($M) among Calhoun Lowcountry Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Calhoun Lowcountry Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calhoun Lowcountry Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$462K 84.85379345100252% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.25M $0.46M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 2 $250K
2023 1 2 $276K
2024 1 8 $462K

Calhoun Lowcountry Holdings Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$250K
Net Income$250K
Employer EIN874021780
Plan Effective Date2022-01-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Calhoun Lowcountry Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Calhoun Lowcountry Holdings Inc. Retirement Plan, Total assets ($B): 0.000250023 · Participants: 2Calhoun Lowcountry Holdings Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.580787343 · Participants: 27548Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.646014747 · Participants: 2372Uma Retirement PlanScansource, Inc. 401(k) Plan, Total assets ($B): 0.193116292 · Participants: 1547Scansource, Inc. 401(k) PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.190880155 · Participants: 2107Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.038245098 · Participants: 200Usc School of Medicine Educational Trust Retirement Plan
Calhoun Lowcountry Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Calhoun Lowcountry Holdings Inc. Retirement Plan side-by-side with 3 peers →

Calhoun Lowcountry Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Happy Kidz Pediatrics Pl Profit Sharing Plan in FL ($250K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Calhoun Lowcountry Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhoun Lowcountry Holdings Inc.'s sponsor-wide assets grew 84.9%, from $250K to $462K.
Where does Calhoun Lowcountry Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Calhoun Lowcountry Holdings Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Calhoun Lowcountry Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Happy Kidz Pediatrics Pl Profit Sharing Plan in FL ($250K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Calhoun Lowcountry Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874021780.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.